321-588-3740
Amerus Financial
Get help for your Financial Goals From the Experts
20 Years
For over 20 years Amerus Financial Group has been serving its clients as a comprehensive insurance agency headquartered in the scenic city of Lakeland, Florida.
4000+
Over the years, our reach has expanded to a nationwide client base, boasting over 4,000 satisfied clients from various walks of life. This broad and diverse clientele has positioned Amerus Financial as a trusted authority in the insurance sector.
20+ Carriers
At Amerus Financial Group, we partner with over 20 top insurance carriers to offer a wide range of products, including life insurance, mortgage protection, and annuities. These trusted partnerships ensure you get the best options tailored to your needs
Sergio Morales
Amerus Financial
Get help for your Financial Goals From the Experts
20 Years of Experience
For over 20 years Amerus Financial Group has been serving its clients as a comprehensive insurance agency headquartered in the scenic city of Lakeland, Florida.
4000+
Over the years, our reach has expanded to a nationwide client base, boasting over 4,000 satisfied clients from various walks of life. This broad and diverse clientele has positioned Amerus Financial as a trusted authority in the insurance sector.
20+ Carriers
At Amerus Financial Group, we partner with over 20 top insurance carriers to offer a wide range of products, including life insurance, mortgage protection, and annuities. These trusted partnerships ensure you get the best options tailored to your needs
Sergio Morales
Customized insurance plans tailored to your needs.
Peace of mind with comprehensive coverage options.
Expert guidance to navigate insurance complexities.
Financial Security
Get custom-made solutions that align with your unique financial goals
Tailored Solutions
Receive tailored insurance solutions that align with your financial goals and provide peace of mind.
Expert Guidance
Dedicated experts to help you navigate the complexities of insurance and secure the best possible coverage.
Comprehensive Coverage
Enjoy comprehensive coverage options that protect you and your loved ones from life’s uncertainties.
Secure Your Future with Confidence
Get Comprehensive Insurance Solutions From Our Experts
Financial Security
Ensure your financial security with customized insurance plans designed to meet your unique needs.
Tailored Solutions
Tailored insurance solutions that align with your financial goals and provide peace of mind.
Expert Guidance
Dedicated experts to help you navigate the complexities of insurance and secure the best possible coverage.
Comprehensive Coverage
Enjoy comprehensive coverage options that protect you and your loved ones from life’s uncertainties.
Customized insurance plans tailored to your needs.
Peace of mind with comprehensive coverage options.
Expert guidance to navigate insurance complexities.
Your Trusted Partner In Financial Security
Your Trusted Partner in Financial Security
Because It’s Time To Seek Expert Insurance Advice
College Funding
Plan for your children’s future with our college funding strategies, ensuring they have the financial support needed for their education.
Legacy Planning
Create a lasting legacy with our comprehensive legacy planning services, ensuring your assets are preserved and passed down to future generations.
Retirement Income
Enhance your retirement income with our tailored solutions, providing financial stability and peace of mind in your golden years.
College Funding
Plan for your children’s future with our college funding strategies, ensuring they have the financial support needed for their education.
Legacy Planning
Create a lasting legacy with our comprehensive legacy planning services, ensuring your assets are preserved and passed down to future generations.
Retirement Income
Enhance your retirement income with our tailored solutions, providing financial stability and peace of mind in your golden years.
Services Offered
We're Here To Help You Secure Your Financial Future
At Amerus Financial Group, we understand that everyone’s insurance needs are unique. Our team provides tailored advice and strategies aligned with your financial goals. Whether it's life insurance, mortgage protection, or annuities, we offer comprehensive solutions to ensure your future security.
We take pride in our personalized approach, working closely with you to recommend the best options for your specific situation, helping you achieve peace of mind and financial stability
Mortgage Protection
Mortgage protection is a way to protect one of your most valuable assets in the event of a death. Most terms are designed to give you a full return of premium if you outlive the policy. In the event of a death, the mortgage will be paid in full, so your family can keep the house.
Final Expense
Final Expense will cover you for life. Prices are locked and will never increase nor will your policy end. These types of policies are designed to make sure all funeral and other end of life expenses are covered.
Indexed Universal Life
This is a type of permanent policy that allows the insured to accumulate cash value in addition to their death benefit. It can be setup to help supplement your retirement plan.
Fixed Indexed Annuities
This is a safe way to participate in the market's gains while avoiding potential loses and keeping your retirement secure.
Book With Sergio Morales
Licenses & Credentials
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Ensure Peace of Mind with Expert Insurance Planning
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Amerus Financial
Refer Someone To Us!
Fill out the information below, make sure to add who referred you!
If you are filling out this form for someone else please understand we reward out $100 per Referral, ONLY IF they are approved
The reward will get paid out in the form of Zelle, Cashapp, Paypal, or a Gift Card.
You CANNOT get a reward by referring yourself, spouses are acceptable.